Legacy Giving

Gifts of Appreciated Stock
Charitable Bequests
Legacy Society
Insurance Gifts
Testimonials
Gifts of Stock
Gifts of Retirement Plan Assets
Gifts of Appreciated Stock

You can contribute marketable securities to Almost Home Kids by providing your broker or financial institution with the following information:

The Name of Stock (i.e. Apple, Google, UPS, etc.)
The Number of Shares
Our Brokerage Account Number is: NT2121857

Your financial institution can make a transfer directly into our secure account at the Northern Trust.

Please alert the Philanthropy Office when you make a transfer. Contact David Kruger, RN, DNP, dkruger@almosthomekids.org 626-233-9455

Charitable Bequests

Your will is a written testimony of your concern for family and loved ones. It is a way to show others what you value in life, being most generous with the people and organizations that matter the most to you. Making a gift to charity in your will is very flexible – because you are not actually making a gift until after your lifetime, you can change your will at any time. It is also one of the most beneficial ways to give because, if your estate is subject to estate tax, your gift is entitled to an estate tax charitable deduction for the gift’s full value.

There are many ways to include a favorite charity in your will. To make a gift to Almost Home Kids in your will, please use the following language:

“I give to Almost Home Kids, 7 S. 721 Route 53, Naperville, IL 60540, the sum of (a specified dollar amount) or (percentage) of the residue of my estate to be used at the discretion of its Board of Directors.”

This is the easiest and most popular way. It is also the most useful type of gift, as it allows Almost Home Kids’ Board of Directors to determine the wisest and most pressing need for the funds at the time of receipt. You can specify how the funds are to be used. Perhaps you have a special purpose or project in mind. If so, it’s best to consult the Philanthropy Office when you make your will to be certain your intent can be carried out.

For more information about including Almost Home Kids in your will, please contact David Kruger, RN, DNP, dkruger@almosthomekids.org 626-233-9455.

Almost Home Kids’ Legacy Society

The Legacy Society honors those people who have made a deferred gift provision for Almost Home Kids such as a gift via will, trust or life insurance. This is an honorary society that encourages others to plan their gifts to charity. Making a planned gift will often permit you to make a much larger contribution than might otherwise be possible as an outright gift. A planned gift in any amount is recognized by the Almost Home Kids’ Legacy Society.

When you let us know that you have made a planned gift, you will be enrolled as a member of the Almost Home Kids’ Legacy Society. With your permission, you will be:

Acknowledged in the annual report and/or bi-annual newsletter.
Invited to the annual meeting and other special event activities.
Honored at an annual brunch amongst your peers.

Your gift to Almost Home Kids benefits you… and the children and families receiving care. For additional information or questions, call David Kruger, RN, DNP, dkruger@almosthomekids.org 626-233-9455

Gifts of Retirement Plan Assets

Do you have money saved in a retirement plan such as a 401k, 403b, IRA or tax-sheltered annuity? Each of these retirement plans contains income that has yet to be taxed. Following your death, your beneficiaries will owe the income tax on your retirement plans, totaling up to 39 percent. If your estate is subject to estate taxes, your retirement plans may be further depleted by costly estate taxes. In contrast, Almost Home Kids, a non-profit, tax-exempt organization, is eligible to receive the full amount of your retirement plans, bypassing these taxes.

Consider these gift options for your retirement plans:

Designate Almost Home Kids as the primary beneficiary for a percentage (1 to 100 percent) of one or more of your retirement plans.
Designate a specific amount to be paid to Almost Home Kids before the remainder is divided among family beneficiaries.
Make Almost Home Kids the contingent beneficiary, to receive your retirement plans only if your primary beneficiary does not survive you.

The information on this site is not intended as legal advice. For legal advice, please consult an attorney.

Please contact David Kruger, RN, DNP, dkruger@almosthomekids.org 626-233-9455 with any questions related to this page.